Month: March 2022

This week, we provide our thoughts on credit investors’ concerns (or lack thereof) and the implications of persistently low mortgage rates.

This week, we provide an in-depth look at continued supply chain congestion.

This week, we provide our thoughts on market movements amid ongoing uncertainty.

This week, we provide our thoughts on a potential Russian default that feels familiar, rising tensions in Ukraine, and elevated commodity prices in the U.S. and abroad.

In this quarterly report, the Credit Team provides their thoughts on increases in shareholder payouts; disconnects between a company’s financial performance and investor favorability; strong credit markets despite geopolitical risk; more normal correlations; and robust consumer and business lending.